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Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his outlook for the economy and the markets, inflation, and more.
Takeaways
Timestamps:
00:00 Introduction and welcome
01:00 FOMC meeting reaction
05:27 QT
11:20 Positive real yield investment opportunities
14:50 Stocks vs. bonds
20:00 Economic outlook
30:00 Value threshold is higher
32:30 Inflation
39:00 Risks
Links:
Twitter/X: https://twitter.com/DLineCap and https://twitter.com/ShermanShowPod
DoubleLine Capital: https://doubleline.com/
Podcast: doubleline.com/podcasts/
4.4
5353 ratings
Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his outlook for the economy and the markets, inflation, and more.
Takeaways
Timestamps:
00:00 Introduction and welcome
01:00 FOMC meeting reaction
05:27 QT
11:20 Positive real yield investment opportunities
14:50 Stocks vs. bonds
20:00 Economic outlook
30:00 Value threshold is higher
32:30 Inflation
39:00 Risks
Links:
Twitter/X: https://twitter.com/DLineCap and https://twitter.com/ShermanShowPod
DoubleLine Capital: https://doubleline.com/
Podcast: doubleline.com/podcasts/
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